(0:00) The Besties welcome Thomas Laffont!
(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity
(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree
(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more
(42:41) Why Apple is fumbling AI and how they can fix it?
(57:02) IPOs and M&A heating up in 2025
(1:16:18) State of liquidity: SPACs, Direct Listings, and more
(1:25:40) Amazon's "kingmaker" position, job displacement
(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate
(1:52:13) Animal trailer
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Animal Trailer:
https://www.youtube.com/watch?v=8NNW5r63oXU
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html
https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution
https://x.com/JoannaStern/status/1933564098291048764
https://www.youtube.com/watch?v=wCEkK1YzqBo
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